Today lets tackle a familiar data clean-up problem using Excel – Transposing data.
That is, we want to take all rows in our data & make them columns. Something like this:
The easy solution – use Paste Special > Transpose
Long time Chandoo.org readers already know this. Excel has a built-in feature that lets you transpose data with a single click.
- Just select your original data
- Press CTRL+C to copy
- Go to an empty area and open Paste Special (CTRL+ALT+V)
- Select Transpose.
- Done!
Although this approach works, it creates a copy of your original data. So whenever original numbers change, you must waste precious key strokes & time re-doing the transpose. This is exactly the opposite of awesome.
So, lets move to formulas.
Formula Solution #1 – Using INDEX & Helper cells to transpose a table
Lets say, we have named our original data as myData.
Lets also say myData has 6 rows & 7 columns. That means, the transposed table will have 7 rows & 6 columns.
- Create a 7×6 grid in your worksheet
- About this, write numbers 1 to 6 (cells D20:I20).
- Similarly, write numbers 1 to 7 beside it (cells B23:B29).
- Now use INDEX formula to transpose data like this:
- =INDEX(myData, D$20, $B23)
- Copy this formula all over and you are done!
See the illustration below to understand how this works.
Formula Solution #2 – Using INDEX formula & no helper cells
Sometimes, we cannot really use a helper column. That brings us to our next solution.
In above solution, the helper cells are giving us running numbers from 1 to 6 (and 1 to 7). We can use ROWS() and COLUMNS() formulas to generate these running numbers.
So our new formula will be
=INDEX(myData, COLUMNS($D20:D$20),ROWS($B$23:$B23))
Once you write and copy paste this formula, it will automatically supply the required numbers to INDEX formula and does the magic.
How does it work?
Well, that is for you to figure out. See this illustration to get started.
Formula Solution #3 – Using TRANSPOSE formula
Do you know there is a formula that does all of this. It is called – TRANSPOSE !!!
What is TRANSPOSE formula?
TRANSPOSE formula takes a range of values (or an array) and transposes them and returns another array.
Since this formula always returns an array, we cannot use it in one cell. But we can select a range of cells & then write TRANSPOSE in them and press CTRL+SHIFT+Enter to get the values transposed.
See this demo:
Awesome, isn’t it?
Download Transpose Example Workbook & Play with it
Click here to download the workbook containing all these technique. Play with it to understand these formulas better.
How do you transpose your data?
I prefer using INDEX with ROWS & COLUMNS approach. This is very versatile & elegant. Also this approach lets me extract only a small window of large data set (by offsetting row & column numbers with something like scroll-bar position).
What about you? Which formulas do you use to transpose your data? Please share your tips & ideas using comments.
More formulas for data massaging
If you wrestle often with data & rely on coffee to get going, then you can use some help. Go thru below articles to learn more.
15 Responses to “A Gantt Chart Alternative – Gantt Box Chart”
That's a great idea.
Maybe the planned End Date should be highlight more.
I don't know how it would look like (nor how to do it yet), but what if instead of finishing the bold line to the best case End Date, it finishes to the realistic End Date?
The idea is ok, I think other project management tools have this, already? Maybe not.
Gantt charts in my view are about the signal most unless thing in the world, theres no way you can look at one thats more that a little complex and understand what it's telling you. I'm going to write a diatribe on project management at some point, its one of my pet areas I think!! 😉
The issue I have with this chart Chandoo, is that Tasks need to be linked to each other, so they should inherit the uncertainty, which would mean the as you moved down chart the lines would be miles apart for later tasks, and you might have to add lots of lines for subsequent tasks to cover the various outcome of it's parents.
Having said that, for the high level board summary, it's a nice way to go, it it appeals to the management 😉
thanks Chandoo, great post.
Ross
Whoooa !!! That's a very clever idea Chandoo. I really love it.
I think i'll update my gantt project sheet with that idea soon (remember my template ?)
@ross : you can link start date to the end date of the previous task in your data. The only problem I still se is to which end date (real ? planned ? best ?) in order to have average amount of information.
If best end date, you'll tend to increase uncertainty at the end of chain, although if you link to real end date, uncertainty will be decreased too much, leading in both cases to wrong management direction.
Maybe planned till the task is finished then real will do the job ?
Hey chandoo, this looks good and this would definite add value in production planning / scheduling. Uncertainity in finishing a task is very high in production scheduling and this could give an insight or a bird eye view of possible shipments we can have....
I've always been frustrated by the limitations of gantt charts. Will definitely use this, I've always struggled with how to succinctly communicate the uncertainty of certain tasks without confusing stakeholders.
I like this, I think it's a very effective way of showing how a timeline can change and which parts of a project need close attention.
@Cyril / @Ross: I would intially link the the start date to the planned end date of the previous task, with the chart updating when a task has been completed to reflect the true end date.
Or what about giving a drop-down selection box to allow the user to see the chart based on planned/best-case/worst-case end dates?
Like the idea. Have found that Excel is more flexible than MS Project for graphical solutions. The "Best Case"\"Worst Case" metrics are theoretically appealing but once the project and\or phase commences their reliability diminishes. A chart like the above that showed Planned Start, Planned End, Replan End Start, Replan End Date, Number of Replans the Start and End Dates, and Actual would provide an active, actionable view of each task\phase. It would also highlight the areas which are riskiest.
It is always amazing how flexible excel can be.
My question is how would the chart show a scenario where the date moved up? If a task is dropped or the duration of the task is significantly reduced by applying more people or machinery to the task, the dates will move up.
The gantt chart has been around for a long time, but it is still quite useful to show progress.
Cheers,
B
I like the idea but seems bit complicated in case of long projects involving numerous activity.
Also, reading and explaining is required hence not feasible where plans are just send to audience for approval.
Cheers
SY
Great idea Chandoo,
When I was reading this idea regarding delivery dates, another thought popped into my mind, how can you show the uncertainty with MONEY!!
In this case, applies to cost management or even a normal budget, you think?
Would Box Chart and Gannt Chart help to understand the best case, middle case and worst case when money is spend or planned with these three risks are involved?
I imagine that this chart could help people who write their budgets get a better understanding of risks affecting their spending.
Peter
Chandoo,
I like it. How would you display an entry once it has been completed (actual)?
Thank you,
Matt
From what you have shown so far I think that this box Gantt chart is awesome! I think that this could be an extremely useful tool.
I can't wait to learn how to make my own charts in Excel.
Will the methods that you are going to teach us work in 2003 as well?
[...] Firday, we proposed a new chart for showing project plans. I chose an ugly name for it and called it Gantt Box [...]
You need to read Eli Goldratt's Critical Chain. The uncertainty you are looking for should be accounted for in a project buffer. Not at each task level.
Further you should spend time understanding Agile Development. This would have you plan only in 1-3week iterations. This allows you to embrace changes to work not yet started, and for your customer to re-direct your course at regular intervals (after each iteration) throughout your project. keyword search: Agile Scrum
These items will show you that you are solving a tracking problem for something that you can entirely avoid!
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